Clio
Email
zapier

An automated workflow using zapier

Connects Clio + Email

Get notified when contacts upload new documents to Clio

About this workflow template

This automation scenario allows you to connect Clio and Email

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Categories

Clio and Email can also be integrated using automation tools other than zapier:

Diagram

Get notified when contacts upload new documents to Clio
Workflow diagram: Clio + Email integration

How it works?

When this trigger fires in Clio

Clio

New Document in Clio

Triggers when a new document is created.

Then these actions happen in Email and Email

Clio

Find Person Contact in Clio

Find a person contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.

Email

Send Outbound Email in Email

Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom **zapiermail.com** address.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Get notified when contacts upload new documents to Clio.

Part I

Configure Applications

First, we need to connect Clio and Email to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Clio to Zapier.

    Connect Clio to Zapier.

    Give Zapier access to your Clio account, using Clio credentials.

  • Connect Email to Zapier.

    Connect Email to Zapier.

    Give Zapier access to your Email account, using Email credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Clio

    Set up a Trigger action for Clio

    Choose the following trigger: New Document (Triggers when a new document is created.).

  • Then set up an Action for Clio

    Then set up an Action for Clio

    Choose this action: Find Person Contact (Find a person contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.).

  • Then set up another Action for Email

    Then set up another Action for Email

    Choose this action: Send Outbound Email (Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom **zapiermail.com** address.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Clio and Email.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Get notified when contacts upload new documents to Clio!

Supported triggers and actions

  • Clio

    New matter

    Triggers when a new matter is created.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Clio

    New contact

    Triggers when a new contact is created.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Clio

    New task

    Triggers when a new task is created.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Clio

    New activity

    Triggers when a new activity is created.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Clio

    Task status updated

    Triggers when the status of a task has changed.

    zapier
    triggerbyzapier
  • Clio

    New calendar entry

    Triggers when a new calendar entry is created.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Email

    Send me an email

    This Action will send you an HTML based email. Images and links are supported.

    ifttt
    actionbyifttt
  • Email

    Send outbound email

    Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom address.

    zapier
    actionbyzapier
  • Email

    Send an email

    Sends a new email.

    integromatautomateio
    actionbyintegromatautomateio
  • Email

    Send yourself an email

    Send yourself an email

    pipedream
    actionbypipedream
  • Email

    Create a draft

    Creates and adds a new draft to a selected folder.

    integromat
    actionbyintegromat
  • Email

    Copy an email

    Copies an email or a draft into a selected folder.

    integromat
    actionbyintegromat

Apps you need

Zapier

Zapier

Automation Platforms

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